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The Investment Engine


The Investment Engine, Smartleaf’s core solution, reimagines how portfolios are managed. It was built to enable wealth advisory firms to effortlessly deliver unprecedented levels of customization and tax management while simultaneously empowering client-facing advisors to focus on their unique role of creating a human connection and serving as a coach for their clients.

With the Investment Engine, advisors can effortlessly provide each of their clients with:

  • Custom asset allocation and security selection
  • Custom social screens
  • Optimized tax management including tax-managed transition and year-round loss harvesting
  • UMAs containing any combination of ETFs, mutual funds, proprietary equity strategies, third-party equity strategies and cash

With the Investment Engine, advisors can effortlessly provide each of their clients with:

  • Custom asset allocation and security selection
  • Custom social screens
  • Optimized tax management including ongoing loss harvesting
  • Tax managed transition
  • Reports that document value such as the Taxes Saved Report
 

The Experience Engine


 

Built on Smartleaf’s Investment Engine, the Smartleaf Experience Engine [E2], our advisor portal, reimagines the wealth management client experience by enabling advisors to document their work and value.

Current and planned reports include:

  • Taxes saved. Show how much you’ve saved clients in taxes through active tax management.
  • Health checks. Show clients that you’re meeting the standards you set for managing their portfolio.
  • Explained activity. Provide simple plain English explanations of your trades.
E2-Desktop-And-iPad-Homeage

Current and planned reports include:

  • Taxes saved. Show how much you’ve saved clients in taxes
  • Health checks. Show clients that you’re meeting the standards you set for managing their portfolio
  • Explained activity. Explain activity in a way that resonates with investors.
 

How We Do It


We have reengineered the way portfolios are managed. With our system, the functions of client-facing portfolio managers are split into three parts delegated to three different groups: the Investment Policy Committee, the Advisor and the Overlay Manager.

This restructuring allows for greater efficiency, consistency and compliance to firm regulations. But more importantly, it allows advisors to spend more time with their clients and provide each with personalized and tax-optimized portfolios.

This restructuring allows for greater efficiency, consistency and compliance to firm regulations. But more importantly, it allows advisors to spend more time with their clients and provide each with personalized and tax-optimized portfolios.